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Wealthy Habits Podcast

Are there some important financial questions and considerations that you've overlooked? On this show, we want to come alongside your financial and retirement journey to help you answer those questions and experience financial success.


Dave Elizondo and Drue Kampmann are Co-Founders of True Financial Partners, serving the Quad Cities. Their goal is to provide you with great information and education to help you retire with security and comfort.

As you get closer to retirement, the money choices you make become more and more critical. So make sure you're getting proper guidance and help along the way. On the Wealthy Habits Podcast, we'll cover things like social security, taxes, income planning, investments and so much more.


Reach out if you have any questions at https://www.truefinancialpartners.com/ or by calling 563-359-8783.

  1. All Episodes
  2. Ep 76: Sorting Out What's Important About Legacy Planning

Ep 76: Sorting Out What's Important About Legacy Planning

Jan 13, 2022

Most people realize that it’s usually best to have an estate-planning attorney helping them with their estate plan, but it’s also important for the financial advisor to be part of that conversation. On today’s show, we’ll explain why.

 

What we discuss today: 

2:47 – Importance of financial advisor

5:59 – How people view legacy

8:37 – Helping kids

10:30 – Mistakes people make

15:54 – Examples

 

Get Additional Information: https://www.truefinancialpartners.com/media/podcast/